Type of Practice: Full service year round individual tax preparation and planning; small business taxes, accounting support and consulting; payroll service and employer's tax forms. Year Practice Began: 1979 How Tax Returns Fees Charged: Fees are based on forms, schedules and time needed to accurately complete each return. Electronic Filing Offered? Yes Range of Electronic Filing Fees: $15 for clients and $25 for non-Prudential Vanguard clients Refund Anticipation Loans (RAL) Offered? Yes Range of RAL Fees: Set by the bank providing the RAL. Specialties or Areas of Concentration: Entertainers, licensed professionals, self-employed, investors, students, resident and nonresident aliens. Hours Open During Tax Season: Varies by office, appointments are suggested. Call First for Appointment? Yes Accept Out of State Clients?
Yes Clients Accepted:
New York Other Services Offered: For individuals - financial planning, Canadian tax preparation; For businesses - start-up services,401(k) plans, group health insurance and other fringe benefit programs. For both - power of attorney representation before the IRS & New York Dept. of Taxation & Finance, investments (CA, CT, FL, MD, NJ, NY, & VA) & insurance (NY) brokerage.
Education: Indiana University, MBA in Finance; Arizona State University, B.S. in Business Administration; Continuing Professional Education courses are taken throughout the year. Professional Credentials: Certified Financial Planner; listed in Who's Who in America, and Who's Who in Finance and Industry. In addition, the firm is a Registered Investment Advis or with the State of New York. Association Memberships: National Society of Tax Professionals, National Society of Accountants, Financial Planning Association and National Notary Association. Seminars Taught & Topics: Various financial and tax matters affecting individuals and small businesses. Previous Private Employment: Private industry, Wall Street and non-profit organizations. Previous Government Employment: Internal Revenue Service. Personal Comment: We speak your language when it comes to managing your money and taxes. Whether you are around the corner or around the world, filing your first tax return, retired or somewhere in between we would like to welcome you as one of our many satisfied clients.